ANNUAL TRAINING PLAN TEMPLATE

ANNUAL TRAINING PLAN

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ANNUAL TRAINING PLAN TABLE OF CONTENTS

Introduction...............................................................................................................................................3
Background...............................................................................................................................................3
Critical and/or Immediate Training Needs....................................................................................................3
Training Goals, Objectives, Performance Metrics, and Outcomes...................................................................5
Resources..................................................................................................................................................6
Core Training Programs, Projects, and Activities..........................................................................................6
Mandatory Training....................................................................................................................................6
Additional Training....................................................................................................................................6
Review Schedule........................................................................................................................................6
Appendix...................................................................................................................................................6
INTRODUCTION
Include your organization’s mission and vision statements, and describe your customer base.

BACKGROUND
Describe the type(s) of training needs assessment(s) conducted during this annual cycle. For example, you could include an individual development
plan, an organizational needs assessment, or a customer satisfaction survey.

CRITICAL AND/OR IMMEDIATE TRAINING NEEDS

List the critical or immediate training needs that, when met, will have the biggest direct impact on your organization.

CRITICAL / IMMEDIATE NEED TRAINING NOTES

TRAINING GOALS, OBJECTIVES, PERFORMANCE METRICS, AND OUTCOMES
Describe your organization’s training goals, objectives, performance metrics, and outcomes. Goals may change from year to year, so your annual review process should include the opportunity to add,
modify, or delete previous goals. However, in order to properly assess your progress, you must include clear metrics by which you will measure success. Also, depending on the organization or intent
of the plan, you may need to include data in this section.

GOAL OBJECTIVE PERFORMANCE METRIC OUTCOME

RESOURCES
List the resources — budget and staff — necessary to implement your training plan. A solid understanding of how your training needs translate to
budget and resource planning enables you to successfully forecast project costs and duration and will also improve future planning. Once you’ve
identified all your resource needs, you can allocate them to different roles, departments, or programs.

FULL-TIME ESTIMATED
TRAINING BUDGET TRAINING STAFF EQUIVALENTS TRAINING STAFF
(FTE) TRAVEL FUNDS

CORE TRAINING PROGRAMS, PROJECTS, AND ACTIVITIES

List the core training activities and services provided by each training function to your organization. Describe each training activity in terms of the
“driver” (a need that is not currently being met) and how the training will impact that area of need.

DRIVER TRAINING PROGRAM / PROJECT / ACTIVITY

MANDATORY TRAINING
List any mandatory trainings required within your organization. (For example, mandatory trainings might include compliance training or training that
is required by statute, regulation, DOE directives, and/or contract management obligations.)

MANDATORY TRAINING COMPLETED BY

ADDITIONAL TRAINING
List additional, non-mandatory trainings that you are offering.

TRAINING DATE(S) / TIME(S) OFFERED

REVIEW SCHEDULE
Draft a schedule for periodic review and revision of all documentation of your training (for example, individual development plans, conduct of needs
assessments, etc.) as well as an evaluation of the training program as a whole.

DELIVERABLE REVIEW DATE / MILESTONE

NOTE: Revising Your Plan

Once you have completed your basic annual training plan, ensure that periodic updates, reviews, and revisions are a part of your overall strategic
plan. Continually updating your annual training plan will help you improve upon existing processes, measure growth, and identify competencies and
weaknesses. Ultimately, it will also help your organization and staff grow. You may even need to revise the plan during its first year to better support
overall organizational objectives and take advantage of new opportunities.

APPENDIX
Attach health and safety checklists, diagrams, and other supporting documents, or include with pertinent procedures.

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